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Advisors / Oklahoma / Edmond
33yrs

John Mitchell

Financial advisor at Advisor Resource Council

John Mitchell is a fiduciary financial advisor in Edmond, Oklahoma, with 33 years in the industry. John joined Advisor Resource Council in 2015, after 24 years at LPL Financial. John holds the CFP® designation.

One of 244 advisors with offices in Edmond, and one of 230 fiduciaries.

Edmond, OK 73034CFP®Top 12% by experience nationwideFiduciary advisor

At a glance

Experience33 years (since 1994)
How that compares ?Top 12% by experience nationwide
Office1300 E. 9th St Suite 10, Edmond, OK 73034
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$285,563
Advisors at the firm81
States licensed ?1 state

Services through Advisor Resource Council

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2015 – now
  2. 1996 – 2020

Questions to ask John

Tailored to John’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About John

How do I contact John?

Call Advisor Resource Council at (972) 421-1360 and ask for John Mitchell. John works from the Edmond, OK office.

How long has John been a financial advisor?

John has been in the industry since 1994, about 33 years. Top 12% by experience nationwide.

What licenses does John hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

Advisor Resource Council reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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